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Event Details
In December, I sent out a “book the date email” letting you know that we would be holding a special event for those interested in or who already have a Self-Managed Superfund (SMSF). This misunderstood vehicle has great benefits to offer.
As part of our commitment to you to add value and bring you unique opportunities Sondergaard Accountants are proud to be hosting Grant Abbott for an evening of talking Self-Managed Superfunds and how they can work for you.
Grant, owner of SMSF Strategies, is Australia's leading SMSF advisor, author and presenter. Specialising in the SMSF industry since 1994, he has four best selling SMSF books and consults to most major and boutique finance houses in Australia. We are therefore excited to be able to offer you this unique opportunity to meet with this well respected expert in the Superfund field.
Grant will discuss strategies for maximising the value of your Self-Managed Superfund and why it should hold all your investments.
For example:-
Property Investment:
A $400k property investment may save you $68k in tax in 15 years.
Transferring Existing Commercial Property into your SMSF:
SMSF's pay less tax than a Family Trust.
SMSF in pension mode:
Put your fund into pension mode and pay no tax. You need to be of the right age, but do not need to be retired.
SMSF Will:
Your superfund balance does not pass onto the specified person in your general will.
Set up a specialised SMSF Will which will allow this.
Auto-reversionary pensions:
More money for your spouse and children/grand-children (rules apply).
Grant will let us know why Family Trusts are OUT and SMSFs are IN!
Surprised? With income and net capital gains being taxed at a flat 15% you can understand why Self Managed Superfund’s are now the preferred wealth-creation vehicle, join us to learn more.
This is a free event. Please register at the link below or contact Deborah on 6313 1900. We would love you to bring along a friend. As space will be limited registration is essential and only those previously registered will be admitted.
When & Where
Duxton Hotel Perth
1 St Georges Terrace
Perth,
Western Australia WA6000
Australia
Wednesday, 15 February 2012 from 5:30 PM to 7:30 PM (GMT+0800)
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Hosted By
Sondergaard Accountants
Founded by Charles Sondergaard in 1992, Sondergaard Accountants is a boutique firm of accountants and business advisers based in Osborne Park.
We provide services to businesses, self-managed superfunds, high net worth individuals and other clients.
We prepare your accounts and tax returns, advise on investment strategies, superannuation contributions, property investments, tax optimisation, transition to retirement, retirement planning and estate planning, transferring your pension from the UK or South Africa, reviewing your insurance requrirements and many other services.
We will review your financial position and goals and provide advice on how to achieve these goals and reduce your tax.
www.sondergaard.com.au
